Plan Ledger DOL Form 5500 · updated monthly

Nelson Global Products Inc.401(k)

NELSON GLOBAL PRODUCTS 401(K) PLAN · STOUGHTON, WI · plan year 2024

Reported admin expense ratio · 2024
0.32%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Nelson Global Products Inc. reported $182,459 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,090 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.29% to 0.32%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 367th-largest of 1,936 plans among Wisconsin employers on file, and the 2,792nd of 13,661 in manufacturing. In 2024, employees put in $2.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$59,193,610
Participants with balances821
Active participants1,010
Employer contributions$1,101,016
Employee contributions$3,026,640
Employer contribution per active participant$1,090
Average account balance$72,099
Benefits paid to participants$8,033,708
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$59.2M · 821 accts · $1.1M emplr
2023$55.6M · 894 accts · $1.1M emplr
2022$45.9M · 802 accts · $852K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$171,226
Audit (IQPA)$11,233
Total administrative$182,459
The Nelson Global Products Inc. 401(k) match · 2024
Employer contribution per active participant$1,090
Median for plans this size$3,635
2024$1,090 per active participant
2023$1,001 per active participant
2022$785 per active participant

Nelson Global Products Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$171,226
BAKER TILLY US, LLP · Accounting / audit · Actuarial$11,235
CREATIVE PLANNING, INC. · Investment advisory (plan)indirect comp
CREATIVE PLANNING, LLC · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$182,459 · 0.32%
2023$160,089 · 0.32%
2022$152,403 · 0.29%
Same employer
Similar plansManufacturing · Wisconsin
Paper Machinery Corporation WI$61.6M · 0.15%
Zero Zone, Inc. WI$59.4M · 0.20%
Ttx Holdings, Inc. WI$58.3M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273318413 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.